Private Banking Director jobs in Evansville, IN

Private Banking Director oversees all aspects of private banking activities that service the needs of high net-worth clients. Ensures that client relationships are developed and expanded and that the resources of the entire organization are properly leveraged to provide efficient and personalized service delivery. Being a Private Banking Director develops strategies and objectives that include deposit and loan volume goals and effective marketing plans. Implements operations, processes, and team development programs that enhance the achievement of private banking objectives. Additionally, Private Banking Director may act as a consultant for high-value or complex credit decisions. Requires a bachelor's degree. Typically reports to senior management. The Private Banking Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be a Private Banking Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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Director of Private Banking
  • Heritage Federal Credit Union
  • Evansville, IN FULL_TIME
  • Start your career with Heritage Federal Credit Union!
    Join our team at Heritage Federal Credit Union as a Private Banker and experience a dynamic and fulfilling career. It is a fun, caring environment, where what you do matters.
    The Private Banker will be responsible for soliciting, developing, managing, and retaining professional client relationships and working with others to secure those relationships. Manages a simple to moderately complex banking portfolio of individuals with high-net worth using banking strategies and solutions. Provides advice, counsel, and high-level customer service to meet the financial needs of members. Supports standards for managing net portfolio in a manner that ensures compliance with credit union regulations, policies and procedures, credit quality and credit policy requirements.

    What you’ll do:
    • Build and maintain business relationships with targeted high value and high net worth clients.
    • Serve as members’ primary point of contact or as a strong secondary contact and provide service in a personalized, quick, innovative way that provides best in class.
    • Make member focused recommendations and provides high value product solutions.
    • Finalize, help structure, and close deals with a high rate of success.
    • Fully understand the members profile, financial status, and financial goals to ensure the product and service offerings are in the customer’s best interest.
    • Educate members directly or with internal staff about financial strategies, products and services that will meet or exceed their needs.
    • Prospect for clients by sourcing and building own pipeline of clients/opportunities.
    • Work closely with internal teammates to determine and execute processes that provide a streamlined method of service delivery for members.
    What we’re looking for:
    • Bachelor’s degree, or equivalent work experience
    • Minimum of 3 years of successful sales/client service experience of higher net worth clients.
    • Previous sales experience with full-service financial institution helpful.
    • Excellent interviewing, communication, and public relations skills.
    • Strong networking and business development skills.
    • Strong analytical and financial skills.
    • Dependable, punctual, and able to retain confidential information.
    About Heritage Federal Credit Union
    Heritage Federal Credit Union offers financial products and services to anyone who lives, works, worships, attends school, participates in programs to alleviate poverty or distress, or participates in associations headquartered in; and businesses and other legal entities, incorporated and unincorporated organizations located in; or maintaining a facility located in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, and Harrison Counties in Indiana; and Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, and Crittenden Counties in Kentucky; and Lawrence, Wabash, White, Gallatin, and Hardin Counties in Illinois. More information regarding Heritage Federal Credit Union can be located at heritagefederal.org.
    EOE
  • 18 Days Ago

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Sales Trainee
  • Private
  • Evansville, IN FULL_TIME,INTERN
  • Join Our Award-Winning Sales Team! Are you ready to skyrocket your career in sales? Look no further! Our top-performing sales firm is seeking dynamic individuals to join our team as brand ambassadors ...
  • 11 Days Ago

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Laboratory Technician
  • Kimoha Technologies Private Limited
  • Harrisburg, IL FULL_TIME
  • #CSU1*Job Title: Medical Lab Tech *Location: Harrisburg, IL 62946**Shift: Hours Per Shift (ex: 8, 10, or 12): rotating 10 – 12-hour *Duration: 13 weeks (Possible extension)*Position Details*o *Special...
  • 28 Days Ago

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Relationship Banking Officer
  • First Bank
  • Evansville, IN FULL_TIME
  • You’re looking to build a reputation for taking care of business by understanding that a banking relationship should be transformational – not just transactional. Join our growing team where your ambi...
  • 27 Days Ago

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Private Banker
  • Heritage Federal Credit Union
  • Evansville, IN FULL_TIME
  • Start your career with Heritage Federal Credit Union! Are you seeking a fresh start or looking to embark on a new career path? If so, we have an opportunity waiting for you! Join our team at Heritage ...
  • 1 Day Ago

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Digital Banking Call Center Representative
  • LIBERTY FEDERAL CREDIT UNION
  • Evansville, IN FULL_TIME
  • Liberty FCU, a full-service credit union, is currently seeking a Digital Banking Call Center Representative with excellent interpersonal and organizational skills to join the credit union team. Experi...
  • 1 Month Ago

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0 Private Banking Director jobs found in Evansville, IN area

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Evansville, IN
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 4/24/2024 12:00:00 AM

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Fuel Compliance Officer - 12 Month Register
  • Department Of The Treasury
  • Evansville, IN
  • Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
  • 4/24/2024 12:00:00 AM

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Fuel Compliance Officer - 12 Month Roster
  • Department Of The Treasury
  • Evansville, IN
  • DutiesWHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION DIVISION?A description of the business units can be found at: htt...
  • 4/24/2024 12:00:00 AM

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Compliance Associate
  • Harding Shymanski
  • Evansville, IN
  • Job Description Job Description Seeking an experienced Internal Auditor/ Compliance Associate with 2-5 years of experien...
  • 4/24/2024 12:00:00 AM

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Financial Services Representative
  • World Finance
  • Evansville, IN
  • World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trus...
  • 4/23/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Evansville, IN
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Market Relationship Banker
  • Old National Bank
  • Huntingburg, IN
  • Overview: Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we ar...
  • 4/20/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Evansville, IN
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 3/1/2024 12:00:00 AM

Evansville is a city and the county seat of Vanderburgh County, Indiana, United States. The population was 117,429 at the 2010 census, making it the state's third-most populous city after Indianapolis and Fort Wayne, the largest city in Southern Indiana, and the 232nd-most populous city in the United States. It is the commercial, medical, and cultural hub of Southwestern Indiana and the Illinois-Indiana-Kentucky tri-state area, home to over 911,000 people. The 38th parallel crosses the north side of the city and is marked on Interstate 69. Situated on an oxbow in the Ohio River, the city is of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$203,553 to $319,895
Evansville, Indiana area prices
were up 1.3% from a year ago

Private Banking Director in Columbus, GA
Private Banking Job is also known as personalized banking services since it is customized for wealthy families to manage their money.
December 24, 2019
Private Banking Director in Springfield, MO
It is not quite apt to define private banking as wealth management, because private banking generally offers a much narrower set of financial options.  A private banker offers strategies that can be applied to the assets the bank can access, while a more comprehensive wealth manager would develop broad strategies that include all of a client’s assets.
February 01, 2020
Private Banking Director in Jackson, MS
The responsibility of those with Private Banking and Wealth Management jobs is to manage the funds of the very wealthy efficiently, effectively and with the utmost care.
January 17, 2020